| CCAPITAL INTL FOCUS EQTCGXU |
| 6.74% | 6.61% | $5,919.3万 | 171.0万股 | $4,982.3万 | 169.0万股 | +2.0万股+1.19% | 加仓 |
| V先锋领航·SPECIALIZED FUNDSVIG |
| 6.06% | 6.11% | $5,321.9万 | 22.5万股 | $4,603.9万 | 21.4万股 | +1.1万股+5.05% | 加仓 |
| V先锋领航·TOTALBNDX |
| 5.96% | 6.74% | $5,232.3万 | 108.0万股 | $5,077.0万 | 105.7万股 | +2.4万股+2.25% | 加仓 |
| DDimensional维度ETF信托DFIV |
| 5.09% | 5.54% | $4,471.4万 | 82.8万股 | $4,176.2万 | 79.1万股 | +3.6万股+4.60% | 加仓 |
| DDimensional维度ETF信托DFLV |
| 4.65% | 3.17% | $4,082.9万 | 103.3万股 | $2,391.4万 | 67.0万股 | +36.3万股+54.17% | 加仓 |
| A美国世纪ETF信托AVMV |
| 4.46% | 4.02% | $3,915.7万 | 48.6万股 | $3,025.0万 | 40.8万股 | +7.8万股+19.22% | 加仓 |
| DDimensional维度ETF信托DFSD |
| 4.32% | 4.36% | $3,799.3万 | 79.6万股 | $3,284.8万 | 68.6万股 | +11.0万股+15.98% | 加仓 |
| C资本集团成长ETFCGGR |
| 4.31% | 4.08% | $3,785.1万 | 80.2万股 | $3,071.4万 | 76.4万股 | +3.8万股+4.93% | 加仓 |
| PPimco Active Bond ETFBOND |
| 4.31% | 4.25% | $3,784.6万 | 41.0万股 | $3,201.2万 | 34.7万股 | +6.4万股+18.31% | 加仓 |
| IiShares安硕信托IMCG |
| 2.95% | 2.6% | $2,591.6万 | 26.4万股 | $1,957.2万 | 24.8万股 | +1.5万股+6.10% | 加仓 |
| DDimensional维度·U.S. TARGETED VALUE ETFDFAT |
| 2.94% | 2.9% | $2,581.1万 | 36.9万股 | $2,183.4万 | 35.0万股 | +2.0万股+5.61% | 加仓 |
| PPIMCO太平洋投资管理ETFPYLD |
| 2.74% | 2.84% | $2,409.1万 | 90.8万股 | $2,142.3万 | 81.8万股 | +9.1万股+11.09% | 加仓 |
| DDimensional维度ETF信托DFIS |
| 2.4% | 2.55% | $2,112.6万 | 60.3万股 | $1,922.2万 | 57.1万股 | +3.2万股+5.63% | 加仓 |
| DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE |
| 2.38% | 2.37% | $2,090.2万 | 52.0万股 | $1,781.8万 | 52.6万股 | -6,462股-1.23% | 减仓 |
| B贝莱德·ETF TRUST IIBINC |
| 2.35% | 2.38% | $2,065.5万 | 39.5万股 | $1,789.9万 | 34.5万股 | +5.0万股+14.50% | 加仓 |
| F第一信托交易所交易基金FYC |
| 2.29% | 2.05% | $2,015.6万 | 15.8万股 | $1,544.2万 | 15.9万股 | -955股-0.60% | 减仓 |
| V先锋领航债券指数基金VUSB |
| 2.22% | 2.02% | $1,946.8万 | 39.1万股 | $1,519.6万 | 30.5万股 | +8.6万股+28.12% | 加仓 |
| V先锋领航指数基金VTV |
| 1.92% | 2.05% | $1,686.9万 | 7.7万股 | $1,543.2万 | 7.9万股 | -1,257股-1.60% | 减仓 |
| SSPDR道富系列信托SPTM |
| 1.48% | 1.57% | $1,296.4万 | 14.3万股 | $1,184.2万 | 15.0万股 | -6,988股-4.67% | 减仓 |
| IINVESTMENT MANAGERS SER TR IFPAG |
| 1.43% | 1.33% | $1,257.6万 | 31.3万股 | $1,002.0万 | 27.6万股 | +3.7万股+13.41% | 加仓 |
 苹果AAPL |
| 1.42% | 1.48% | $1,246.1万 | 4.3万股 | $1,113.8万 | 4.4万股 | -822股-1.87% | 减仓 |
| J摩根大通交易所交易基金JPRE |
| 1.18% | 1.1% | $1,038.2万 | 19.9万股 | $831.4万 | 17.3万股 | +2.6万股+15.02% | 加仓 |
| TT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETFTCAF |
| 1.13% | 0.99% | $993.2万 | 24.2万股 | $742.6万 | 20.9万股 | +3.3万股+15.78% | 加仓 |
| V先锋领航·FTSEVEA |
| 1% | 1.09% | $876.8万 | 12.3万股 | $818.0万 | 12.8万股 | -4,675股-3.66% | 减仓 |
| V先锋领航指数基金VUG |
| 0.95% | 0.93% | $835.7万 | 9.7万股 | $699.0万 | 1.6万股 | +8.1万股+506.10% | 加仓 |
| V先锋领航·CALIF TAX FREE FDSVTEC |
| 0.9% | 0.85% | $793.2万 | 7.9万股 | $638.8万 | 6.4万股 | +1.4万股+22.30% | 加仓 |
| V先锋领航指数基金VOT |
| 0.85% | 0.81% | $748.7万 | 2.4万股 | $613.8万 | 2.4万股 | +592股+2.48% | 加仓 |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE |
| 0.82% | 0.89% | $721.2万 | 3.6万股 | $671.6万 | 3.6万股 | +45股+0.12% | 加仓 |
| V先锋领航指数基金VBK |
| 0.81% | 0.79% | $709.4万 | 1.9万股 | $597.8万 | 2.0万股 | -381股-1.93% | 减仓 |
| V先锋领航指数基金VOO |
| 0.79% | 0.87% | $693.1万 | 1.0万股 | $658.3万 | 1.1万股 | -924股-8.39% | 减仓 |
| VVanguard Wellington Fund Short-Term Tax Exempt Bond EtfVTES |
| 0.71% | 0.69% | $620.3万 | 6.1万股 | $517.3万 | 5.1万股 | +1.0万股+19.71% | 加仓 |
| SSPDR行业精选信托XLK |
| 0.7% | 0.74% | $617.0万 | 3.2万股 | $556.0万 | 4.2万股 | -9,453股-22.59% | 减仓 |
| G通用动力VTI |
| 0.65% | 0.68% | $574.7万 | 1.6万股 | $511.6万 | 1.6万股 | -417股-2.61% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.64% | 0.68% | $560.9万 | 6.6万股 | $515.2万 | 6.7万股 | -1,204股-1.80% | 减仓 |
| V先锋领航·SMALLVBR |
| 0.54% | 0.57% | $472.1万 | 1.9万股 | $431.5万 | 2.0万股 | -437股-2.20% | 减仓 |
| WWISDOMTREE YIELD ENHANCED U.S. SHORT-TERM AGGREGATE BOND FUNDSHAG |
| 0.53% | 0.52% | $461.9万 | 9.8万股 | $395.2万 | 8.3万股 | +1.5万股+17.49% | 加仓 |
 摩根大通JPM |
| 0.52% | 0.57% | $459.5万 | 1.4万股 | $425.6万 | 1.4万股 | -433股-2.99% | 减仓 |
| S道富SPYV |
| 0.51% | 0.57% | $446.1万 | 7.3万股 | $430.6万 | 7.6万股 | -2,730股-3.59% | 减仓 |
| SSPDR道富指数基金SPDW |
| 0.49% | 0.55% | $434.3万 | 8.6万股 | $415.1万 | 9.1万股 | -4,739股-5.21% | 减仓 |
 联合健康UNH |
| 0.46% | 0.35% | $406.3万 | 9,776股 | $264.8万 | 9,786股 | -10股-0.10% | 减仓 |
| IiShares安硕·MSCI EAFE ETFEFA |
| 0.46% | 0.49% | $402.6万 | 3.9万股 | $368.4万 | 3.8万股 | +827股+2.18% | 加仓 |
| V先锋领航国际股票指数基金VSS |
| 0.45% | 0.5% | $396.2万 | 2.6万股 | $374.3万 | 2.6万股 | -4股-0.02% | 减仓 |
 家得宝HD |
| 0.42% | 0.48% | $365.0万 | 1.0万股 | $359.0万 | 1.1万股 | -568股-5.20% | 减仓 |
| IiShares安硕信托LQD |
| 0.4% | 0.45% | $352.9万 | 3.2万股 | $340.8万 | 3.1万股 | +1,088股+3.48% | 加仓 |
| VVANGUARD LONG-TERM CORPORATE BOND INDEX FUND (ETF SHS)VCLT |
| 0.39% | 0.46% | $346.1万 | 4.6万股 | $345.8万 | 4.6万股 | -281股-0.61% | 减仓 |
| V先锋领航·MIDVO |
| 0.37% | 0.38% | $321.0万 | 4.0万股 | $286.8万 | 9,988股 | +3.0万股+298.92% | 加仓 |
| V先锋领航债券指数基金BIV |
| 0.33% | 0.42% | $293.3万 | 3.8万股 | $312.9万 | 4.1万股 | -2,305股-5.68% | 减仓 |
| V先锋领航·FSTEVWO |
| 0.32% | 0.35% | $277.5万 | 4.6万股 | $264.1万 | 4.9万股 | -2,369股-4.85% | 减仓 |
| IiShares安硕信托AGG |
| 0.31% | 0.31% | $271.9万 | 2.7万股 | $235.5万 | 2.4万股 | +3,742股+15.77% | 加仓 |
| V先锋领航指数基金VB |
| 0.3% | 0.31% | $266.1万 | 8,781股 | $231.1万 | 8,827股 | -46股-0.52% | 减仓 |
